Norwood Financial’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $58K | Hold |
355
| – | – | 0.08% | 149 |
|
|
2023
Q4 | $47.3K | Hold |
355
| – | – | 0.07% | 153 |
|
|
2023
Q3 | $42.7K | Hold |
355
| – | – | 0.07% | 156 |
|
|
2023
Q2 | $33.9K | Hold |
355
| – | – | 0.05% | 163 |
|
|
2023
Q1 | $36K | Hold |
355
| – | – | 0.06% | 157 |
|
|
2022
Q4 | $36.9K | Sell |
355
-5
| -1% | -$520 | 0.06% | 150 |
|
|
2022
Q3 | $29K | Hold |
360
| – | – | 0.05% | 164 |
|
|
2022
Q2 | $30K | Hold |
360
| – | – | 0.05% | 160 |
|
|
2022
Q1 | $31K | Sell |
360
-100
| -22% | -$8.61K | 0.05% | 164 |
|
|
2021
Q4 | $33K | Buy |
+460
| New | +$33K | 0.05% | 166 |
|